-8.4%
POET vs PFGC
+105.5%
-113.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.3% | -3.7% | -4.5% |
| 7D | +3.7% | -4.8% | +8.5% | +5.4% |
| 30D | -11.5% | -17.2% | +5.7% | -5.8% |
| 3M | -30.8% | -6.3% | -24.4% | -30.0% |
| 6M | +8.6% | +8.8% | -0.3% | +4.1% |
| YTD | +20.1% | +4.9% | +15.1% | +16.5% |
| 1Y | +35.7% | -9.5% | +45.2% | +38.3% |
| 3Y | +116.5% | +59.6% | +56.9% | +85.6% |
| 5Y | -8.4% | +113.5% | -121.9% | -29.8% |
| All | -8.4% | +105.5% | -113.9% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PFGC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling